Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS LLC | 02-14-2024 | 12-31-2023 | 1060 | 12,050,975,120 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| STARBUCKS CORP | COMMON STOCK | 151 | $67,668,317 | 704,805 | 0.00 | 0.00 | -391,815 | -35.73 | 12-31-2023 |
| ISHARES TREASURY FLOATING RATE | EXCHANGE TRADED FUND | 152 | $67,335,113 | 1,334,161 | 0.00 | 0.00 | 1,206,622 | 946.08 | 12-31-2023 |
| ISHARES CORE U.S. AGGREGATE BO | EXCHANGE TRADED FUND | 153 | $65,643,865 | 661,399 | 0.00 | 0.00 | -475,191 | -41.81 | 12-31-2023 |
| META PLATFORMS INC | COMMON STOCK | 154 | $60,688,800 | 171,457 | 0.00 | 0.00 | 36,859 | 27.38 | 12-31-2023 |
